Office Associate

• Boulder, CO
• Financial Services Exceptional Admins, LLC Boulder, CO Job Details Full-time $65,000
• $82,500 a year 11 hours ago Benefits Health savings account AD&D insurance Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Snacks provided Vision insurance 401(k) matching Retirement plan Qualifications Teamwork Microsoft Excel Administrative experience Attention to detail Organizational skills Full Job Description Exceptional Admins, LLC (EA) is seeking a professional for an opportunity with a business in the Financial Services industry, with offices located in Denver, Durango, and Boulder.

EA is a boutique firm focused on placing administrative professionals. The philosophy behind the EA process is to deliver exceptional professionals to each client with the outcome producing high-level support to the role and organization. While skill-set is a large focus during the process, personality and business acumen of each candidate are viewed just as important. About the Executive(s) and Company Founded in 2010, the firm has grown into one of Boulder's most respected accounting firms, recognized for its high standards, technical expertise, and client-centered approach. The office environment mirrors the firm's personality: refined, modern, and full of natural light, with clean tones of white, gray, and green carried throughout. Glass walls and expansive views give the space an open, collaborative feel. The team takes tremendous pride in their work and operates with an entrepreneurial spirit, stepping in wherever needed to support one another and their clients. There's a consistent hum of activity, anchored by a shared commitment to delivering exceptional and thoughtful service. And being located in the heart of Boulder only enhances the experience, offering endless walkable options for midday breaks, team lunches, and after-hours gatherings. At its core, the firm brings a compassionate and relationship-forward approach to every engagement. This role is part of the operations team, working closely with the tax and audit teams, firm leadership, and the broader staff. This role reports directly to the Office Manager and Director of Operations. Hiring Goal The company seeks a professional who is detail-oriented and proactive. This Office Associate will support the day-to-day operations of the Boulder office. This role will act as the director of first impressions, curating an environment that is welcoming and running smoothly. The ideal candidate will bring a positive, solutions-oriented, "can-do" attitude and take ownership of creating a professional, organized, and welcoming workplace.

ROLE OVERVIEW

Office Operations:

60% Serve as the first point of contact, answering phones (low volume), greeting clients and visitors (low volume), and maintaining a professional, welcoming office environment, ensuring hospitality standards are met Oversee conference room scheduling, meeting setup/cleanup, and logistics for both internal and client-facing events Be back up for scheduling meetings and calls, coordinate travel, and provide general administrative assistance to team members and leadership Support coordination of college recruiting and interviews Partner with other team members coordinating company events (e.g., team meetings, happy hours, client events, family picnic, holiday party) Act as a secondary point of contact for operations-related administrative tasks Act as the liaison for building management, janitorial services, IT support, and equipment vendors. Assist with onboarding by preparing workstations, coordinating equipment, and managing parking/access logistics

Office Support:

40% Order and manage inventory for office supplies, snacks, and refreshments Employee keycard logistics Manage incoming and outgoing mail and packages (light load) Support the tax team with certified mail and Scan and AutoFlow of tax documents Replenish supplies for mail/copy Ensure common areas (kitchen, conference rooms, supply room, and plants) remain clean, stocked, and organized Support internal projects, initiatives, and ad hoc tasks as needed Desired background and attributes Candidates will be considered in the totality of their skills and experience versus strict interpretation of"must haves." Administrative experience where your skills align with 75% of the roles needs Strong organizational skills with the ability to juggle multiple priorities Highly adaptable with strong problem-solving skills Excellent communication skills, both written and verbal Experience with Microsoft Office Suite (Outlook, Excel, Word) Very comfortable with using Teams and coordinating digital meetings A proactive, problem-solving mindset and a willingness to "own" administrative tasks Be technically savvy and resourceful and industrious (i.e., find ways to consolidate responsibilities with intuitive technology resources) On occasion, willingness to work extended hours for events and deadlines

Company Offerings Hours:

Monday through Friday, 8:00am

• 5:00pm.

This role is 5-days in office.

Salary:

$65k to $82.5k. Discretionary Bonus. 401(K): Company provides 100% match, up to 3%, then 50% of the next 2%, totaling a maximum of 4% for one year tenure employees.

PTO:

Flexible paid time off Holidays include: 10 annual holidays: New Year's Day, Martin Luther King Jr. Day, Memorial Day, Independence Day, Labor Day, Thanksgiving, the Friday after Thanksgiving, Christmas Eve, Christmas Day, New Year's Eve.

Healthcare:

Health Insurance, employees are 100% covered by Company. Eligibility begins 1st of the month, following start date.

Elective Insurance:

Dental, vision, accident, critical illness, and short-term disability insurances. Life/AD&D and Long-Term Disability. Health Savings Account for employees choosing the High-Deductible Health Plan employee and employer contributions.

Wellness:

Company provides $75/month Thrive Pass. Wellness Savings Account

• employer contribution.

Parking:

Paid parking &

RTD Eco Pass Office Amenities:

Fully stocked kitchen with healthy snacking options, events, and activities. Interview Cadence (understanding things may pop up) Phone screen between candidate and Exceptional Admins (30-mins) If advancing forward, candidate creates personal, admin portfolio (2-hrs) If advancing forward, conduct video interview with Exceptional Admins (20-mins) First client interview: video interview with the roles manager, Office Manager (30-mins) Second client interview: In person to meet with team (2-hours) Third client interview (optional): Video meeting with one or two staff members (30-mins) Connect with references Hiring decision Is this the right fit for you? The ideal employee would meet 7 out of the 8 attributes to be successful (and fulfilled) in this role: You are curious You are excited to join a new team You are highly organized You are hospitable You can work autonomously yet love to ask questions to confirm expectations Exceptional problem-solving skills where challenges don't fluster you but energize you to 'figure-it out' One of your highly regarded traits is being personable You would self-describe as "poised and professional and one of your strengths is offering top-level service to all, no matter what" Kurtz Fargo provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Employment is contingent upon you successfully completing the vetting process and passing verification of references, employment, and education (where applicable) and background investigations.

Pay:

$65,000.00

• $82,500.

00 per year

Benefits:

401(k) Dental insurance Paid time off Retirement plan

Work Location:

In person